Sydney-based Fitzpatricks Private Wealth has added Perth-based Paradigm Financial Consulting to its network, to continue offering long-term service to its small businesses and HNW customers.
Paradigm founder Daniel Etherington, who has been in the financial services industry for over three decades, said he selected Fitzpatricks due to its private ownership model, client-first culture and strategic advice processes.
"We chose Fitzpatricks because they are a true business partner, rather than a traditional licensee or dealer group function. We want a partner to keep us more accountable, offer objectivity and allow us to feel part of a team," Etherington added.
Fitzpatricks group managing director John McMurdo said: “Paradigm embodied an approach of high quality holistic advice and ongoing commitment to the client's goals and overall wellbeing. We welcome Daniel and his Perth practice to Fitzptaricks."
Fitzpatricks specializes in estate planning, wealth preservation, financial management strategies and investment management, and operates in Brisbane, Newcastle, Adelaide, Gold Coast, Sydney and Melbourne.